+952.6%
APH vs A
+311.0%
+641.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.3% |
| 7D | -5.0% | +1.4% | -6.4% | -5.5% |
| 30D | -8.4% | +4.3% | -12.7% | -10.1% |
| 3M | -4.5% | +19.8% | -24.3% | -13.0% |
| 6M | +25.3% | +54.4% | -29.1% | -0.6% |
| YTD | +18.9% | +31.7% | -12.8% | +1.7% |
| 1Y | +11.9% | +22.4% | -10.5% | -0.6% |
| 3Y | +278.0% | +67.7% | +210.3% | +170.3% |
| 5Y | +306.4% | +15.7% | +290.7% | +251.1% |
| All | +952.6% | +311.0% | +641.7% | +383.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling